Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds 2020 Target Date Retirement Fund Mutual Fund NR in their Schedule of Assets, totaling $4.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SEACORP, LLC SEACORP, LLC 401(K) PROFIT SHARING PLAN | MIDDLETOWN RI | 643 | $147.5M | $2.7M |
| 2 | FINZER ROLLER, INC FINZER ROLLER, INC. SALARY SAVINGS PLAN | ITASCA IL | 291 | $28.8M | $953K |
| 3 | AG LLC CYBERPOINT INTERNATIONAL, LLC 401(K) PLAN |
COLUMBIA MD |
| 45 |
| $24.1M |
| $595K |
| 4 | APPRIO, INC. APPRIO, INC. 401(K) PROFIT SHARING PLAN & TRUST | WASHINGTON DC | 156 | $10.1M | $222K |
| 5 | STRONGBRIDGE LLC STRONGBRIDGE LLC 401(K) PROFIT SHARING PLAN AND TRUST | STERLING VA | 106 | $11.9M | $202K |
| 6 | RENXTECH, LLC RENXTECH, LLC 401(K) PROFIT SHARING PLAN | MCLEAN VA | 110 | $14.1M | $84K |
| 7 | TORTI GALLAS AND PARTNERS, INC. TORTI GALLAS AND PARTNERS, INC. 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 100 | $31.9M | $33K |
| 8 | JEFFERSON CONSULTING GROUP, LLC JEFFERSON CONSULTING GROUP LLC 401(K) PS PLAN | WASHINGTON DC | 233 | $10.5M | $25K |
